Training

Learn from the best

We know a thing or two about the industry and we’re happy to share it.

Whether you’re a client or not, join Carl Bacon, Chairman, CIPM, author and member of numerous committees to learn more about Investment and Portfolio Performance Measurement, including calculation, detailed analytics, performance evaluation, presentation and risk management. As a client, the training could also help you take full advantage of your current purchase.

We’re registered with the CFA Institute as an approved provider. If you’re a CFA Institute member, CE credit for your participation will be automatically recorded in your CE Diary.